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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
AllSquare Wealth Management
New York
$52K
CBT
652
Central Bank & Trust
Kentucky
$52K +$52.1K +501 New
PFBT
653
Parkside Financial Bank & Trust
Missouri
$51K +$19.8K +190 +63%
SAM
654
Strategic Asset Management
Minnesota
$49K +$104 +1 +0.2%
SWM
655
Sugarloaf Wealth Management
Georgia
$48K
TFGT
656
TS Financial Group (TSFG)
Illinois
$48K
MWM
657
Mascoma Wealth Management
New Hampshire
$47K +$46.8K +450 New
GRP
658
Global Retirement Partners
California
$44K -$728 -7 -2%
SIAP
659
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K
KSWA
660
Kathleen S. Wright Associates
Pennsylvania
$42K +$14.9K +143 +55%
MCC
661
Money Concepts Capital
Florida
$37K -$52K -500 -59%
Lazard Asset Management
662
Lazard Asset Management
New York
$36K
PFS
663
Prospera Financial Services
Texas
$35K
PTC
664
Private Trust Company
Ohio
$35K +$34.8K +334 New
HR
665
Howe & Rusling
New York
$35K +$35.3K +339 New
IFAM
666
Institutional & Family Asset Management
Colorado
$31K
VNA
667
Valley National Advisers
Pennsylvania
$31K
CB
668
CNB Bank
Pennsylvania
$27K -$250K -2,400 -90%
GA
669
GoalVest Advisory
New York
$25K
RWM
670
Raffa Wealth Management
District of Columbia
$21.5K
CFN
671
Cordasco Financial Network
Florida
$21K +$20.8K +200 New
SCA
672
Stonebridge Capital Advisors
Minnesota
$20K
BWP
673
Baldwin Wealth Partners
Massachusetts
$19K
FCMT
674
Founders Capital Management (Texas)
Texas
$18K +$17.7K +170 New
LFA
675
Level Financial Advisors
New York
$16K -$208 -2 -1%